See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,231 | $98,750-63.3% | $149,696-75.8% | $79,858-54.6% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.2pp |
| Annual return | 20.41% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,246 | $3,216-30.2% | $4,644-51.6% | $2,471-9.1% |
| Participant deferral / active EE | $4,295 | $5,680-24.4% | $6,842-37.2% | $3,740+14.8% |
| Admin fee / account holder | $2,895 | $6,053-52.2% | $9,309-68.9% | $5,306-45.4% |